Salesforce + Twilio + Delighted integration

Use Autopilot to create journeys that use the Salesforce, Twilio and Delighted integrations.

Marketing Automation ideas to integrate Salesforce, Twilio and Delighted.

Salesforce Campaign Trigger to Send Twilio SMS to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Send Twilio SMS

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Salesforce Campaign Trigger to Check Delighted NPS Response to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Send Delighted NPS Survey

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Salesforce Field Changed to Send Delighted NPS Survey to Send Twilio SMS

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Salesforce Field Changed to Check Delighted NPS Response to Send Twilio SMS

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Twilio SMS Received to Create Salesforce Opportunity to Send Delighted NPS Survey

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Twilio SMS Received to Assign Salesforce Lead to Send Delighted NPS Survey

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Twilio SMS Received to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Twilio SMS Received to Add Salesforce Task to Send Delighted NPS Survey

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Twilio SMS Received to Check Salesforce Field to Send Delighted NPS Survey

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Twilio SMS Received to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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Twilio SMS Received to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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Twilio SMS Received to Update Salesforce Field to Send Delighted NPS Survey

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Twilio SMS Received to Send Delighted NPS Survey to Create Salesforce Opportunity

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Twilio SMS Received to Send Delighted NPS Survey to Assign Salesforce Lead

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Twilio SMS Received to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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Twilio SMS Received to Send Delighted NPS Survey to Add Salesforce Task

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Twilio SMS Received to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Twilio SMS Received to Send Delighted NPS Survey to Update Salesforce Field

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Twilio SMS Received to Check Delighted NPS Response to Create Salesforce Opportunity

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Twilio SMS Received to Check Delighted NPS Response to Assign Salesforce Lead

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Twilio SMS Received to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Twilio SMS Received to Check Delighted NPS Response to Add Salesforce Task

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Twilio SMS Received to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Twilio SMS Received to Check Delighted NPS Response to Update Salesforce Field

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Delighted NPS Response to Create Salesforce Opportunity to Send Twilio SMS

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Delighted NPS Response to Assign Salesforce Lead to Send Twilio SMS

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Delighted NPS Response to Set Salesforce Campaign Member Status to Send Twilio SMS

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Delighted NPS Response to Add Salesforce Task to Send Twilio SMS

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Delighted NPS Response to Check Salesforce Field to Send Twilio SMS

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Delighted NPS Response to Check Salesforce Campaign Member Status to Send Twilio SMS

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Delighted NPS Response to Assign Salesforce Lead to Group to Send Twilio SMS

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Delighted NPS Response to Update Salesforce Field to Send Twilio SMS

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Delighted NPS Response to Send Twilio SMS to Create Salesforce Opportunity

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Delighted NPS Response to Send Twilio SMS to Assign Salesforce Lead

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Delighted NPS Response to Send Twilio SMS to Set Salesforce Campaign Member Status

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Delighted NPS Response to Send Twilio SMS to Add Salesforce Task

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Delighted NPS Response to Send Twilio SMS to Assign Salesforce Lead to Group

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Delighted NPS Response to Send Twilio SMS to Update Salesforce Field

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Salesforce Field Changed to Send Twilio SMS to Send Delighted NPS Survey

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Twilio SMS Received to Check Delighted NPS Response to Create Salesforce Opportunity

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Twilio SMS Received to Assign Salesforce Lead to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Create Salesforce Opportunity

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Salesforce Field Changed to Send Twilio SMS to Add Salesforce Task

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Twilio SMS Received to Assign Salesforce Lead to Group to Send Twilio SMS

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Twilio SMS Received to Add Salesforce Task to Send Delighted NPS Survey

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Delighted NPS Response to Send Twilio SMS to Assign Salesforce Lead

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Salesforce Field Changed to Assign Salesforce Lead to Send Twilio SMS

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Salesforce Campaign Trigger to Add Salesforce Task to Send Twilio SMS

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Twilio SMS Received to Check Salesforce Field to Send Twilio SMS

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Salesforce Campaign Trigger to Check Salesforce Field to Send Twilio SMS

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Delighted NPS Response to Add Salesforce Task to Send Twilio SMS

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Twilio SMS

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Twilio SMS Received to Check Delighted NPS Response to Assign Salesforce Lead

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Twilio SMS Received to Send Twilio SMS to Update Salesforce Field

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Twilio SMS

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Twilio SMS Received to Create Salesforce Opportunity to Send Twilio SMS

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Delighted NPS Response to Set Salesforce Campaign Member Status to Send Twilio SMS

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Twilio SMS Received to Check Delighted NPS Response to Add Salesforce Task

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Showing 60 journey ideas for Salesforce, Twilio and Delighted

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About the Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

About the Delighted integration

With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Twilio integration and the Delighted integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Twilio and Delighted.